Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 27: Mark Deriet, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

EFI's 9% Attacking Financials and Industrials

Tyler Cowen: It appears that capital flows are inflecting in favor of EFI over SPUI. He says tech is having a resurgence, but it took 13 years to break out of a base after preparing the advantage of the double. Cowan: The ultimate irony would be if financials finally start to outperform with all these bankruptcies and bottlenecks around the world.

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